PBD vs SPY

APBD

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PBD $5,370

Lowest cost0.09%SPY · $9 on $10k

Most income1.72%PBD · $172 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.2%PBD and SPY

PBD

SPY

Invesco Global Clean Energy ETF · $102MState Street SPDR S&P 500 ETF · $819B

+6.3%3 years · per year$11,998 · $18,174+22.0%

−11.7%5 years · per year$5,370 · $17,099+11.3%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

1.72%12-mo yield$172 · $103 on $10k1.03%

−32.9%Worst dropSmaller wins−8.9%

26.5%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBD · SPY

0.9%BE0.1%

0.9%HUBB0.0%

0.9%FSLR0.0%

Held in common0.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	APBD	Invesco Global Clean Energy ETFRead Desk		0.75%	1.72%	−4.9%	−6.2%	−6.9%	+6.3%	−11.7%	−32.9%	$102M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	APBD	Invesco Global Clean Energy ETFRead Desk		0.75%	1.72%	−4.9%	−6.2%	−6.9%	+6.3%	−11.7%	−32.9%	$102M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBD vs SPY

PBD

Invesco Global Clean Energy

$5,370

SPY

SPDR S&P 500

$17,099

MeasurePBDSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield1.72%1.03%

5 years, per year−11.7%+11.3%

3 years, per year+6.3%+22.0%

Worst drop · 1Y−32.9%−8.9%

Volatility · 1Y26.5%13.6%

5–1measures won
SPY first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PBD, SPY

Today

0.2%most shared, PBD and SPY

PBDSPY

PBD—0.2%

SPY0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, PBD

PBD$172 − $75 = $97

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee